Andrea Carson

Current Employers

Employment History

• 06/2018 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 11/2016 → Present
  World Financial Group, Inc.
  Bellevue, WA
• 01/2016 → Present
  Carson Amp; Associates Cpas, Pllc
  Houston, TX
• 11/2016 → Present
  World System Builders (Wsb)
  Houston, TX
• 04/2025 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WSB - is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC World System Builders (WSB) | marketing | investment related | 11/2016 | Houston Texas | approved co-brand through WFGIA CARSON amp; ASSOCIATES CPAS, PLLC/Investment Related - No/950 Threadneedle St Suite 145 Houston, TX 77079/CPA Firm - tax preparation; business formation/registration; bookkeeping; business management consultation; financial and tax planning/Managing Partner/01.2016/80/0/Manage staffs; obtain new clients; train new staffs when needed; coordinate with managers INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2025 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-16
• S63 Uniform Securities Agent State Law Examination
  2018-09-30

Other Names

• Andrea Vibar